Sky Investment Group LLC
RIA/Wealth
Sky Investment Group LLC is a RIA/Wealth based in Hartford, CT led by Robert James Bingham, reporting $850.9M in AUM as of Q3 2025 with NVDA as the largest holding (9% allocation).
PresidentRobert James Bingham
- Portfolio Value
- $593.1M
- Positions
- 140
- Top Holding
- NVDA at 9.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sky Investment Group LLC's portfolio (36.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $53.8M | 9.07% | +$28.0K Bought | 0.00% 288.5K shares | |
Software - Infrastructure Technology | $43.2M | 7.29% | -$1.2M Sold | 0.00% 83.5K shares | |
Internet Content & Information Communication Services | $23.6M | 3.99% | -$71.7K Sold | 0.00% 97.2K shares | |
Financial - Credit Services Financial Services | $15.9M | 2.68% | -$75.7K Sold | 0.01% 47.9K shares | |
Medical - Devices Healthcare | $13.7M | 2.32% | -$288.4K Sold | 0.01% 102.6K shares | |
Tobacco Consumer Defensive | $13.7M | 2.30% | +$234.1K Bought | 0.01% 84.3K shares | |
Aerospace & Defense Industrials | $13.5M | 2.27% | -$46.9K Sold | 0.01% 80.4K shares | |
Chemicals - Specialty Basic Materials | $13.1M | 2.21% | -$62.7K Sold | 0.01% 27.6K shares | |
Financial - Credit Services Financial Services | $12.7M | 2.13% | -$389.6K Sold | 0.00% 22.3K shares | |
Drug Manufacturers - General Healthcare | $12.3M | 2.07% | -$81.6K Sold | 0.00% 66.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sky Investment Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+130.34% | |
+120.62% | |
+55.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-74.22% | |
-41.67% | |
-24.77% | |
-14.81% |
Analytics
Portfolio insights and performance metrics for Sky Investment Group LLC
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